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What are extensions?

Extensions are features—usually groups of features—which extend the core xTuple functionality. Common examples of extensions include modules (e.g., CRM) and packages (e.g., Time & Expense). Extensions must be administratively linked to individual databases before database users can access them. Some extensions are commercial and must be purchased, whereas others are free and available on demand.

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Where are the opportunity reports?

The easiest way to get a quick report on your opportunities is to use the filters available on the list of opportunities. You can filter on any opportunity criteria you wish. The list results then can be printed or exported to a spreadsheet.

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Why are some tax types system-defined?

There are two system-defined tax types: freight and adjustment. Since both tax types generally impact an entire order, they can operate without being linked to specific item records. By contrast, user-defined tax types must be linked to item records. Using the freight tax type, you can create tax assignments to calculate freight taxes by tax zone. The adjustment tax type is used whenever you create a miscellaneous tax adjustment during order entry.

 

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How do I close the month?

The process of closing Accounting Periods and Fiscal Years requires an understanding of several xTuple ERP configuration options. This topic is covered fully in the Closing Procedures document.

In that document you will look at General Ledger (G/L) Account Number settings and how they relate to Accounting Periods that are open and/or frozen. Next, you will see two scenarios based on different configurations of these settings. Finally, you will see important issues to consider before closing Accounting Periods and Fiscal Years.

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What is an opportunity type?

Opportunity types are used to categorize kinds of opportunities. You can think of the opportunity type as being the highest level category an opportunity can belong to. Sample opportunity types might include "Custom Job," "Seasonal," or "International." You can filter opportunities by type using the advanced search feature.

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Does xTupleCommerce handle returns online?

At this time, users cannot return items through xTupleCommerce and have that information push into the ERP database. However, we suggest you create a webform for customers to submit their return requests. The appropriate team members will receive an email notifying them of the message, and they can follow up with the customer about the possible return.

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How long does xTuple store my backups?

xTuple stores a minimum of the 5 most recent backups plus one backup each week for a minimum of 1 year. Because of network related problems the most recent backups may not always be consecutive by day.

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What is an item type?

Item types help to classify items and drive or restrict functionality in the application. For example, manufacturing companies have items that can be manufactured and are of item type manufactured. Other items that are item type purchased make up the raw materials of manufactured items. Check out the Item section of the xTuple ERP Reference Guide for more information on item types and Item master configuration.

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My balance sheet and income statement don't show the same profit amount. Any idea why?

One possible explanation for this is that the Basic Balance Sheet which ships with xTuple ERP is YTD. Therefore, the only way to balance it against the Basic Income Statement is to view the Income Statement as YTD, as well.

It's also possible you've customized your financial reports, and the profit calculations in each report definition don't match.

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OpenRPT/xTuple says it can't find something. What should I do?

This is probably caused by an issue with environment variables. See if you can find what the software is looking for and then check whether the environment variables are missing the path to it.

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Do invoices flow from sales orders?

If you are using sales orders to capture customer orders, then invoices do flow from sales orders. The typical progression goes as follows: sales order -> shipping -> billing/invoicing. You can also enter invoices without first having a sales order. This is more common in service businesses, where inventory is not a major focus.

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How does the tax credit for discounts work?

The credit taxes option should be enabled if you want to ensure tax payments are credited when processing early payment discounts. This option is selected by default. If not selected, taxes will not be credited when early payment discounts are processed.

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What can my customers manage on the xTupleCommerce site?

Once a customer has logged into your xTupleCommerce site, they have the ability to do the following:

  • Modify basic contact information.
  • Update and create new shipping addresses.
  • View pending orders and invoices.
  • Create a saved cart.
  • Identify favorite items.  

Any updates customers make to their account information automatically flows into the ERP. Conversely, any changes that are made in the ERP to a customer's account will be automatically updated on the xTupleCommerce site, as well.

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Where do I mark commissions as paid?

Commissions can be marked as paid from any of the sales history reports. To do this, open a sales history record for editing—and then select the paid option. The commission will now be shown as paid in sales commission reports.

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Can I sort the order of images for xTupleCommerce?

At this time, there is no easy way to make images show up in a particular order. However, you can try detaching and then re-attaching image records on an item's document tab in the ERP. Doing so will assign a new system identifier to the records. Item records having the oldest (i.e., lowest) system identifier will be displayed first.

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How do I change the URL for an image in my carousel on my home page?

After logging into the xTupleCommerce website, locate the Admin bar and go to Structure > Nodequeue.  From there, select Carousel. Click the EDIT button next to the Carousel you'd like to update.

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What types of roles come standard with the xTupleCommerce website?

Here’s a list of all of the website roles that come standard with xTupleCommerce:

  • Anonymous
  • User
  • Authenticated
  • User
  • Manager
  • Editors
  • Administrator

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How are tax zones used?

Tax zones are geographic areas which have a specific tax jurisdiction and tax assignment. You can define tax zones however you wish: by city, by state, by country, etc. When taxes are calculated using the tax assignment configuration, a key factor in the calculation is the tax zone.

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Can my xTupleCommerce site have unique shipping options?

Currently, the xTupleCommerce site supports shipping via UPS and FedEx. However, other options can be customized. A customer pick-up option can also be added.

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How can I see the work others have done on an incident?

Incident comments and history show you the work others have done on an incident so that you can collaborate on incidents with your colleagues.

The comments tab shows user input from others who have worked previously on the incident. The comments are date and time-stamped.

On the history tab you will see system records entered every time a change was saved to the incident. The history tab shows you the date, time and user information for every change.

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Why can't I log into the community site?

We recently upgraded our forum software, in an ongoing effort to improve our community site. During this transition, you may experience problems with your login on either xTuple.org or on our new forum site. Because these are currently separate sites, it's possible your password on one or the other may get out of sync —though your user name should be the same in both places. If one (or the other) of your passwords gets out of sync, simply request a new password. In this way, you can synchronize your passwords manually. In the near future, we plan to implement a single-sign on solution, which will solve this issue going-forward.

To learn more about our forums, please see our webmaster's recent blog post on the subject.

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Why do some sources require special characters? (“&” and “...”)

When viewing xTuple .ts files in Qt Linguist, you will notice that some sources contain special characters, such as the ampersand (&) and the ellipsis (…). These are used by the program to identify hotkeys. For example, the source &Print is text that would appear in a dropdown menu. The & would not appear on the screen, but it allows the program to target the menu with a hotkey. The & character is used in menu items and commands, not in explanatory text. If there is a special character in the source, it must be maintained in the translation.

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What happens when I post a receivable?

Two things happen when you post a receivable: 1) the transaction is recorded in the general ledger and 2) the customer's receivables balance is adjusted either upward (invoices/debit memos) or downward (credit memos). Keep in mind there is no intermediate save option for debit and credit memos. When posted, each is posted directly to the general ledger.

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What does "used by billing" mean?

If a bank account is used by billing, that means you can enter cash receipts against the bank account. If you are receiving cash but don't see the bank account you want, make sure the bank account is set up to be used by billing.

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Do all items need to be organized in the product catalog for the xTupleCommerce website?

Not every item needs to be organized into your product catalog for it to appear on the xTupleCommerce website. Technically, as long as the attribute to be visible on the website is selected on the item master, then the item will appear on the website. However, it will only show up on the products list and also when a user searches for a word that matches the title, subtitle, description, or product details. Because of this, we generally recommend that you organize your items in the product catalog, to make it easier for users to find them.

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